Grove Bank & Trust

CIK 0001662212 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

Grove Bank & Trust reported 886 positions worth $1.01B as of June 30, 2026 (13F filed July 7, 2026). Largest holding: VOO (9.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.01B
2026 Q2
Positions
886
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.4%
Est. Net Flow (Q)
2026 Q2
10 / 886 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$95.1M9.43%138,497
2AAPLAPPLE INCSH$48.0M4.76%165,787
3IJHISHARES TRSH$46.8M4.64%606,822
4IJRISHARES TRSH$41.9M4.16%282,798
5IEFAISHARES TRSH$36.4M3.61%376,422
6VGSHVANGUARD SCOTTSDALE FDSSH$34.2M3.39%586,889
7IVVISHARES TRSH$33.0M3.27%44,070
8IEMGISHARES INCSH$32.5M3.22%392,048
9NVDANVIDIA CORPORATIONSH$22.9M2.27%114,233
10SPYSTATE STR SPDR S&P 500 ETF TSH$17.0M1.69%22,763

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Grove Bank & Trust hold as of Q2 2026?

Grove Bank & Trust reported 886 positions worth $1.01B in its Q2 2026 13F filing. Largest positions: VOO (9.4%), AAPL (4.8%), IJH (4.6%), IJR (4.2%) and IEFA (3.6%).

What did Grove Bank & Trust buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Grove Bank & Trust sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.